Lloyd Advisory Services, Llc. Spdr Ser Tr Msci Usa Strategic Transaction History
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.02MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$234 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$110 Million20.36% of portfolio
-
Sfmg, LLC498KShares$80.6 Million6.44% of portfolio
-
Envestnet Asset Management Inc417KShares$67.5 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$54.4 Million0.34% of portfolio